AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$551M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$207K
2
+$79.8K
3
+$76.2K
4
AMZN icon
Amazon
AMZN
+$59.7K
5
CVX icon
Chevron
CVX
+$55.2K

Top Sells

1
+$6.48M
2
+$5.2M
3
+$4.97M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.76M
5
FITB
Fifth Third Bancorp
FITB
+$4.7M

Sector Composition

1 Technology 25.48%
2 Healthcare 18.47%
3 Financials 12.94%
4 Industrials 6.92%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K ﹤0.01%
400
227
$21K ﹤0.01%
350
228
$19K ﹤0.01%
52
229
$19K ﹤0.01%
85
230
$19K ﹤0.01%
304
231
$18K ﹤0.01%
500
232
$17K ﹤0.01%
720
233
$17K ﹤0.01%
2,586
234
$16K ﹤0.01%
150
235
$16K ﹤0.01%
202
236
$16K ﹤0.01%
100
237
$15K ﹤0.01%
+1,000
238
$15K ﹤0.01%
266
239
$15K ﹤0.01%
+300
240
$15K ﹤0.01%
480
-60
241
$14K ﹤0.01%
1,057
242
$14K ﹤0.01%
262
243
$14K ﹤0.01%
1,015
-45
244
$14K ﹤0.01%
375
-15
245
$14K ﹤0.01%
+765
246
$14K ﹤0.01%
345
247
$14K ﹤0.01%
187
248
$13K ﹤0.01%
+500
249
$13K ﹤0.01%
+270
250
$13K ﹤0.01%
300
8 9
10
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